Setting up your Concur Profile - Expense Delegates & Travel Arrangers

From the **Concur Home Page**, select the blue circle in the upper right corner to open your **Profile**. Select the drop-down under **Act As Another User**. Under **Act As Another User,** select the radio button beside **"A Delegate for another user who has granted you this permission."** In the employee list, search for the appropriate employee's name in the drop-down. Once located, select **Switch**. Notice that when the screen refreshes, a green box indicating you are **Acting As** the employee selected displays.

Ensure the employee has verified their email address (can verify more than one). Email verification is ***critical*** to link the employee's email address to both their Concur and TripIt Accounts. Receipts sent by the employee or expense delegate to [[email protected]](mailto:[email protected]) or travel itineraries sent to [[email protected]](mailto:[email protected]) with a verified email address in the subject line will be linked to the employee's Concur/TripIt records. If the address has not been verified, contact the employee.

From **Expense Preferences**, review the automated email notifications sent by Concur. Duke has decided not to allow these to be changed from the settings displayed.

From the left navigation menu, select **Expense Settings - Favorite Attendees**. Identifying **Attendees or Attendee Groups** allows expense delegates to create employee-specific lists that can be used with any expense type that requires attendee information. - Select **New Attendee** to add the name of groups with greater than ten attendees or others based on the type available in the drop-down list. - Once Attendees are identified, use those attendees to create **Attendee Groups**. - Select **Save** after entering information.

From **Profile - Personal Information,** select **Travel Preferences** by scrolling to the section on the page or using the left navigation menu. Enter information about the employee’s travel preferences. The system uses the information when the employee is booking travel through Concur. A template is provided at the end of this document to assist arrangers in collecting data. - **Air, Hotel, and Car Rental** preferences are available. Note that an “Other” field allows the system to transfer additional information to the vendor in booking. - Users can add **Frequent Flyer Programs** in groups of five at a time. When you select **Add a Program** in this section, a pop-up box will appear, and you can choose the program type, the vendor, and then the number. Users should select **Save** when complete. - You will not enter information in **Advantage Programs**. - Concur does not require **TSA Secure Flight** information, but users can enter it if the employee has it. This may simplify security screenings based on TSA guidelines and practices. - **International Travel: Passports and Visas** are not required but may make international travel easier. - Select **Save** for this section when finished.

Expense delegates and travel arrangers can use this template to ensure they have all information from the employee necessary to complete the employee’s Concur profile.